H & K Tax LLC has a unique hybrid program that allows you to work for us while building and retaining your own clients.
There are a lot of tax prep "affiliate" programs out there. They all typically work the same. The promise to give you everything at no up front costs, then they take a 70% of your income per return. They will also try to bill you if you don't meet the number of returns they want you to do in order to make up for all the stuff they "gave" you. They make you a contractor so they don't have to worry about payroll taxes, then they tell you how much to work like you are an employee. They give you the worst of both worlds.
Our goal is to give you the BEST of both worlds. We want you to have the freedom of a contractor (set your own hours, prices, and keep your own clients) while getting the benefit of being an employee (payroll taxes paid).
Our program is a 3-5 year program (depends on you). The first year is the same for everyone. We start you out completing the Comprehensive Tax Course through ITS. This must be completed before you are hired, so getting started BEFORE tax season is best.
After completing the CTC, we will hire you as a remote tax preparer. As we said before, we are giving you the best of both worlds, so instead of a set work schedule we will just give you a deadline for completion of the work we give you. You work on it at your own pace (just finish before the deadline). Depending on the number of remote preparers we have as well as new and returning clients, there may be a lot of work or there may be very little work. Since the workload varies and there is no set schedule, you are paid per return instead of hourly. This is where the "contractor" benefit comes in.
We encourage you to advertise your own tax business and seek out clients of your own. Unlike most other firms, the clients you bring in stay with you! That means after you graduate our program, you already have a book of business instead of starting from scratch. You would not be able to work for Block or any other firm for 3-5 years, leave, and keep your clients. They would sue you for trying.
We will work with you to set prices that make sense for your area. There are multiple pricing studies released each year. These are broken down by region, experience, type of return, etc.
We help you develop a strategy. Some tax preparers price themselves lower than others and make money by doing a larger volume of returns. This can be great when you are new, but hard to get out of. Some people find a niche and target it. There are tax practices that target just the wealthy and some that target gig workers. We will look at your area and help you choose.
For a complete year-by-year and cost breakdown, download the 5-Year Program PDF at the bottom of this page.
Because we are not going to take 70%+ of your earnings and we are not going to set a minimum number of returns for you to prepare, we can't offer you everything for nothing (then again, they don't really either). There are initial startup costs, but they are lower compared to many other businesses and we do our best to help you find deals. You can view initial costs in the 5-Year Program PDF below. You can also see how these costs are lower compared to retail in the Retail Comparison PDF.
If you have any question, please send us an email: firstname.lastname@example.org and we will get back to you within 24 hours.
Files coming soon.